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Biotech / Medical : XOMA. Bull or Bear? -- Ignore unavailable to you. Want to Upgrade?


To: Cacaito who wrote (16328)10/7/2003 7:31:26 AM
From: Robert K.  Read Replies (3) | Respond to of 17367
 
No matter how you cut it many folks wrote off bpi BECAUSE of baxters inaction. Xoma has bpi21 back for about 3 months and has the first (of several planned) pilots underway. Plus xoma has other bpi's for other indications. PLUS xomhas the cash. PLUS xoma soon may have the cash flow. PLUS
xoma "may" take on a partner if the deal is right. PLUS a cashed up xoma doesnt have to take ant deal. Plus there is Raptiva and all those "other" LFA-1 indications such as maybe HIV. Plus ther is ING-1. Plus a "maybe" new antibody. Plus all that acquired technology. etc etc etc plus plus plus. skd, imo ,no facts etc.